Go Big with Gib Podcast
Go Big with Gib is a podcast for professionals, business owners and entrepreneurs to talk about their big wins.
Go Big with Gib Podcast
Ep 83. Bitcoin Proxy Stocks: The Backdoor into the Next Big Move
Bitcoin proxy stocks offer explosive investment potential with companies like MicroStrategy up 1,200% in 18 months, providing Bitcoin exposure through traditional stock markets. These companies track Bitcoin price movements closely while offering advantages like retirement account eligibility, liquidity, and SEC oversight without requiring direct cryptocurrency ownership.
• Bitcoin proxy stocks are publicly traded companies whose value closely tracks Bitcoin
• Companies like MicroStrategy (1,200%), Metaplanet (551%), and Matador (400%) have seen massive gains
• The FIT score measures how closely a stock correlates with Bitcoin's price movements
• Best opportunities combine high FIT score (>80%), small market cap (<$1B), and active Bitcoin accumulation
• $300 trillion in global retirement assets can't buy Bitcoin directly but can purchase proxy stocks
• These investments offer asymmetric upside potential with traditional equity advantages
Check out Mark Moss's full 26-page playbook for more details – https://mm.1markmoss.com/market-disruptors/
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Welcome to the Go Big With Gibb podcast, where we talk to professionals, business owners and entrepreneurs about their big wins. Welcome back to Go Big With Gibb, the show where we talk business, wealth building and how to play offense in an ever-changing world. I'm your host, gibb Irons. Today we're diving into one of the most exciting and most misunderstood investment frontiers right now Bitcoin proxy stocks. If you're not familiar, a Bitcoin proxy stock is a publicly traded company whose stock price closely tracks the price of Bitcoin. In other words, it acts as a stand-in for owning Bitcoin without actually having to buy Bitcoin directly. These companies typically hold large amounts of Bitcoin on their balance sheets, derive much of their market value from Bitcoin's price movements and are seen by investors as a way to gain Bitcoin exposure through the stock market. Now let's talk about the good stuff. Some of the most explosive proxy stocks include MicroStrategy, which is up 1,200% in 18 months, metaplanet, which has surged 551% in just three months, and Matador Technologies, which has jumped over 400% over the same time frame. These companies offer the upside of Bitcoin with the advantages of traditional equities liquidity, retirement, account eligibility, sec oversight, options trading. But here's the thing not all Bitcoin proxy stocks are created equal. Some go vertical, others don't move at all.
Speaker 1:Just the other day I received an email from Mark Moss and he explained it perfectly using something that he calls the FIT score. The FIT score measures how closely a company's stock price tracks the price of Bitcoin per share. A high FIT score means that the market sees it as a true Bitcoin play. Take MicroStrategy it has a near-perfect 98% correlation to Bitcoin. Mark lays out a simple framework for finding 10x opportunities FIT score above 80%. Market cap under $1 billion, small enough that institutions haven't piled in. And strong Bitcoin yield, meaning the company is actively stacking Bitcoin. Find all three and you might be holding the next breakout. Just look at ALTBG up 2,000% in six months with a fit score of 92.
Speaker 1:And while retail investors chase meme coins, institutions are quietly moving into Bitcoin treasury companies. Here's why that matters. There's over $300 trillion in global retirement assets, most of which can't touch Bitcoin directly, but they can buy Bitcoin proxy stocks. That's a massive tailwind. So what does this mean for you? It means the window of opportunity is still open. These stocks offer asymmetric upside, and that's exactly where disruptive wealth is made. Now you don't have to be all in on crypto, but if you want the upside, without the wallet keys and the cold storage Bitcoin treasury stocks, may be your way.
Speaker 1:If this episode opened your eyes, go deeper. Check out Mark Moss's full 26-page playbook the link is in the episode description and if you want more big picture strategy like this, make sure to subscribe to Go Big with Gibb and share this episode with a friend. That's it for today's show. I'm Gibb Irons and remember keep thinking big, keep playing to win. This is Go Big with Gib. I'll see you next time. Thank you for listening to this episode of Go Big with Gib. If you haven't already, go follow us on social media at Gib Irons. We'll see you next time.